+56.6%
MNST vs RMD
+51.0%
+5.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | -6.5% | -5.0% | -1.5% | -5.9% |
| 30D | -7.2% | +2.2% | -9.4% | -7.5% |
| 3M | -1.0% | +17.8% | -18.9% | -3.0% |
| 6M | +11.5% | -11.3% | +22.8% | +12.7% |
| YTD | +14.3% | -4.4% | +18.7% | +14.4% |
| 1Y | +38.1% | -15.7% | +53.8% | +40.3% |
| All | +56.6% | +51.0% | +5.6% | +37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded RMD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling